Sara Lohse
How to Balance Saving, Retirement, and Expenses in your Budget

In today’s Office Hours, Eric answers Matt’s question: How do you effectively balance between savings, retirement, and expenses? Of course, this is different for everyone, but listen to Eric explain how to determine a balance that may work for you, and adds a fourth category into the conversation: debt. Have a question? Tweet it to …
Defeating the Villains: How to Save Your Retirement and Financial Plan from Devastation
Financial Advisor Red Flags
How Introducing New Benefits Can Improve Office Morale

I’ve owned a business for about 20 years, and time and again, I’ve learned that nothing is more critical to our success than happy and engaged employees. Here are a few ideas for how to keep your employees happy, despite the uncertainty we’re all facing during this ongoing pandemic. Read the Article
Office Hours: Financial Advisor Red Flags

On today’s episode of Office Hours, Eric answers Nate’s question: What would you consider a red flag when talking to a financial advisor? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Transcript [00:00:00] Eric Brotman: This is Eric Brotman, the host of Don’t …
Ending the Year Right: Last Minute Money Moves to Save You On Taxes

Ending the Year Right: Last Minute Money Moves to Save You On Taxes We’re almost through 2021 and deadlines are approaching for certain tax-planning strategies. Join Cody Niedermeier and Eric Brotman, CFP, for a one-hour webinar that goes through multiple strategies you can take to save you on your upcoming tax bill.
Finding Alternatives: Using Commercial Real Estate and Private Equity to Reach Your Financial Independence Goals
Financial Advice I Wish I’d Never Been Given
Office Hours: Financial Advice I Wish I’d Never Been Given

On today’s episode of Office Hours, Eric answers Grace’s question: What financial advice do you wish you’d never been given? Listen to the episode to hear three pieces of advice he was given or mistakes he has made along the way that haven’t been talked about on this show before! Have a question? Tweet it to us …